Change the steps in a journey without rebuilding it: add parallel paths, reorder, insert, edit and delete steps, and edit a journey after it is activated.

Applies to: Journey Builder

Overview

Journey Builder lets you change a journey’s structure in place while the journey is deactivated. You can run two or more paths at the same time, move action steps up or down, insert a step between two existing steps, and edit or delete any step. Journey Builder reconnects the surrounding steps for you. To change a journey that is already activated, you deactivate it first.

Before you start

• Your role has Journey Builder access. An administrator gives a role access under Admin > Roles (Roles & Features page).

• Most editing is available only while a journey is in draft or deactivated state.

Turn on journey editing

This is available automatically. No setup needed.

Use journey editing

Run paths at the same time

1. In the node palette, choose the Parallel branch type. It looks different from conditional branches.

2. Connect two downstream paths to it.

3. Add further steps to each path.

When a contact reaches a Parallel node, both paths run at the same time. For example, you can send an email and add the contact to a list simultaneously.

Reorder action steps

1. Find the action step you want to move, such as a send-email or wait step.

2. Select the up or down arrow on the step to swap it with its neighbouring action steps.

3. Only action steps can be reordered.

Insert a step between two steps

1. Hover over the connector line between the two steps.

2. Select the insert icon.

3. Choose to add either a branching or action step.

Edit or delete a step

1. Select any step to edit it inline.

2. To delete a step, choose delete.

3. Choose whether to remove the step and everything after it, or keep the following steps. Kept steps are reconnected automatically.

For a branching step, the Delete Node dialog lists Delete left branch, Delete right branch, Delete both and Cancel, in that order.

Edit an activated journey

1. Open the journey in Journey Builder.

2. Deactivate the journey. The canvas becomes editable.

3. Make and save your changes.

4. Reactivate the journey.

Contacts resume from where they left off. Contacts already past a changed point are unaffected. Contacts who have not yet reached it get the updated version.

Good to know

• A Parallel node (or any branching node) cannot be the last step on a branch. Each path must ultimately lead to an End of the Journey step, or the journey won’t activate.

• You can reorder action steps only. Enrolment, branching and end steps cannot be moved.